ETAMX Mutual Fund (Eventide Multi-Asset Income Fund Class A) is managed by Eventide with $47.3M in net assets. ETAMX expense ratio is 1.07%, holding 161 positions across sectors including Financials, Industrials, Other. Inception date: 2015-07-15.

ETAMX performance shows a YTD return of 11.06%. The 1-year return is 14.16% and the 5-year return is 5.75%. ETAMX dividend yield stands at 5.43%, paid monthly.

ETAMX top holdings include Trane Technologies Plc Common Stock (2.6%), Targa Resources Corp Preferred (2.3%), Entergy Corp. (2.2%), Nvent Electric Plc (2.1%), Royalty Pharma 3.55 09/02/2050 (1.9%). View all ETAMX holdings, sector breakdown, or dividend history.

ETAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ETAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.